CFP
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Curran Financial Partners’s US Treasury 6 Month Bill ETF XBIL Stock Holding History

Curran Financial Partners’s Portfolio XBIL Stock Details XBIL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$929K Sell
18,560
-4,556
-20% -$228K 0.17% 62
2025
Q4 		$1.16M Buy
23,116
+2,586
+13% +$130K 0.22% 57
2025
Q3 		$1.03M Buy
20,530
+4,784
+30% +$240K 0.2% 64
2025
Q2 		$790K Buy
15,746
+4,403
+39% +$221K 0.17% 67
2025
Q1 		$569K Sell
11,343
-971
-8% -$48.7K 0.14% 60
2024
Q4 		$616K Sell
12,314
-2,380
-16% -$119K 0.16% 58
2024
Q3 		$738K Sell
14,694
-1,297
-8% -$64.9K 0.21% 57
2024
Q2 		$801K Buy
+15,991
New +$799K 0.27% 56

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AFAS
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Raymond James Financial
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Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.34B AUM 30.42% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.25B AUM 21.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return